IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPM Ultra-Short Muni Income (JMST)

CUSIP: 46641Q654 | NYSE | 1036 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

HB Wealth Management, LLC4,276,781
1.1% of portfolio›$216.2M
Resonant Capital Advisors, LLC1,338,109
3.2% of portfolio›$67.7M
Salomon & Ludwin, LLC1,213,760
5.1% of portfolio›$61.4M
AlphaCore Capital LLC844,642
0.7% of portfolio›$42.7M
Weatherly Asset Management L. P.768,210
2.7% of portfolio›$38.8M
CWA Asset Management Group, LLC675,186
1.0% of portfolio›$34.1M
Keybank National Association636,117
0.1% of portfolio›$32.2M
Wealth Enhancement Advisory Services, LLC628,928
0.0% of portfolio›$31.8M
Sage Mountain Advisors LLC580,634
1.7% of portfolio›$29.4M
Trust Co555,838
2.4% of portfolio›$28.1M
Interchange Capital Partners, LLC527,700
4.5% of portfolio›$26.7M
FSM Wealth Advisors, LLC524,634
2.7% of portfolio›$26.6M
Global Wealth Management, LLC437,550
12.0% of portfolio›$22.1M
Cliftonlarsonallen Wealth Advisors, LLC432,556
0.3% of portfolio›$21.9M
Gradient Investments LLC404,776
0.3% of portfolio›$20.5M
Global Strategic Investment Solutions, LLC397,256
1.8% of portfolio›$20.1M
Diversified Portfolios, Inc.396,503
1.4% of portfolio›$20.0M
Commonwealth Equity Services, LLC372,109
0.0% of portfolio›$18.8M
Lido Advisors, LLC359,407
0.0% of portfolio›$18.2M
Capital Asset Advisory Services LLC333,078
0.6% of portfolio›$16.9M
Phoenix Wealth Advisors319,701
5.0% of portfolio›$16.2M
Rosenberg Matthew Hamilton312,862
2.8% of portfolio›$15.8M
PDS Planning, Inc309,215
0.9% of portfolio›$15.6M
Farther Finance Advisors, LLC305,286
0.1% of portfolio›$15.4M
Truist Financial Corp302,721
0.0% of portfolio›$15.3M
Chesley Taft & Associates LLC301,115
0.6% of portfolio›$15.2M
MY Wealth Management Inc.297,844
11.0% of portfolio›$15.1M
Prime Capital Investment Advisors, LLC296,116
0.1% of portfolio›$15.0M
Oak Harvest Investment Services295,030
1.4% of portfolio›$14.9M
Boothe Investment Group, Inc.294,570
4.2% of portfolio›$14.9M
Roof Eidam Maycock Peralta, LLC284,471
2.7% of portfolio›$14.4M
Bailard, Inc.282,617
0.3% of portfolio›$14.3M
Principle Wealth Partners LLC277,071
0.7% of portfolio›$14.0M
MBM Wealth Consultants, LLC252,284
2.3% of portfolio›$12.8M
Opal Wealth Advisors, LLC235,409
2.5% of portfolio›$11.9M
Avidian Wealth Enterprises, LLC227,414
0.3% of portfolio›$11.5M
Aspen Wealth Management LLC220,543
1.8% of portfolio›$11.2M
Cambridge Investment Research Advisors, Inc.213,074
0.0% of portfolio›$10.8K
Simon Quick Advisors, LLC209,667
0.4% of portfolio›$10.6M
Davidson Investment Advisors209,046
0.4% of portfolio›$10.6M
Apex Wealth Management, LLC196,931
5.9% of portfolio›$10.0M
Kestra Advisory Services, LLC196,169
0.0% of portfolio›$9.9M
Citizens Financial Group Inc194,968
0.1% of portfolio›$9.9M
Capital Advisors Wealth Management, LLC172,493
1.0% of portfolio›$8.7M
Valeo Financial Advisors, LLC170,871
0.2% of portfolio›$8.6M
Mainsail Financial Group, LLC169,752
2.9% of portfolio›$8.6M
OpenArc Corporate Advisory, LLC168,651
0.1% of portfolio›$8.5M
YHB Investment Advisors, Inc.163,460
0.5% of portfolio›$8.3M
Great Point Wealth Advisors, LLC160,937
1.3% of portfolio›$8.1M
SAX Wealth Advisors, LLC158,572
0.2% of portfolio›$8.0M
Forvis Mazars Wealth Advisors, LLC156,652
0.1% of portfolio›$7.9M
Davenport & Co LLC147,270
0.0% of portfolio›$7.4M
Elmwood Wealth Management, Inc.147,053
1.8% of portfolio›$7.4M
Lpwm LLC141,108
1.6% of portfolio›$7.1M
Revolve Wealth Partners, LLC135,648
0.7% of portfolio›$6.9M
Encompass Wealth Advisors, LLC133,970
1.0% of portfolio›$6.8M
StrongBox Wealth, LLC131,967
1.8% of portfolio›$6.7M
Leverty Financial Group, LLC131,413
1.2% of portfolio›$6.6M
Graves Light Lenhart Wealth, Inc.126,802
0.6% of portfolio›$6.4M
Stewardship Advisors, LLC124,833
1.3% of portfolio›$6.3M
Websterrogers Financial Advisors, LLC123,898
1.7% of portfolio›$6.3M
Sagespring Wealth Partners, LLC121,786
0.1% of portfolio›$6.2M
ERn Financial, LLC117,610
1.0% of portfolio›$5.9M
Forza Wealth Management, LLC116,500
1.7% of portfolio›$5.9M
Albion Financial Group116,378
0.3% of portfolio›$5.9M
Appleton Partners Inc113,873
0.0% of portfolio›$5.8K
Bokf, NA110,719
0.1% of portfolio›$5.6M
Beacon Investment Advisory Services, Inc.101,569
0.2% of portfolio›$5.1M
Whitegate Investment Counselors, Inc.99,534
1.5% of portfolio›$5.0M
Ashton Thomas Securities, LLC94,576
0.5% of portfolio›$4.8M
Parallel Advisors, LLC94,396
0.1% of portfolio›$4.8M
Capital Management Corp93,468
0.7% of portfolio›$4.7M
Pennsylvania Capital Management Inc86,915
1.1% of portfolio›$4.4M
Perennial Advisors, LLC83,958
0.6% of portfolio›$4.2M
Aprio Wealth Management, LLC83,800
0.2% of portfolio›$4.2M
Axxcess Wealth Management, LLC78,588
0.2% of portfolio›$4.0M
Highline Wealth Partners LLC77,364
0.7% of portfolio›$3.9M
Perigon Wealth Management, LLC75,884
0.1% of portfolio›$3.8M
Brandywine OAK Private Wealth LLC75,163
0.3% of portfolio›$3.8M
IFP Advisors, Inc73,705
0.1% of portfolio›$3.7M
SkyOak Wealth, LLC72,525
0.6% of portfolio›$3.7M
Root Financial Partners, LLC70,463
0.1% of portfolio›$3.6M
Security Financial Services, Inc.69,852
0.5% of portfolio›$3.5M
Red Mountain Financial, LLC68,720
2.9% of portfolio›$3.5M
Clarity Asset Management, Inc.66,898
1.7% of portfolio›$3.4M
Sigma Planning Corp66,366
0.1% of portfolio›$3.4M
Schear Investment Advisers, LLC64,323
0.4% of portfolio›$3.3M
Tempo Wealth, LLC64,323
0.4% of portfolio›$3.3M
Wealthcare Advisory Partners LLC61,987
0.1% of portfolio›$3.1M
Parsons Capital Management Inc59,731
0.1% of portfolio›$3.0M
Higgins & Schmidt Wealth Strategies LLC58,632
1.2% of portfolio›$3.0M
Triad Wealth Partners, LLC58,472
0.2% of portfolio›$3.0M
Professional Financial Management, Inc.58,235
3.0% of portfolio›$2.9M
Financial Solutions Advisory Group, Inc.58,163
0.4% of portfolio›$3.0M
Vise Technologies, Inc.58,020
0.0% of portfolio›$2.9M
Syverson Strege & Co57,965
0.6% of portfolio›$2.9M
Invariant Investment Management56,929
1.7% of portfolio›$2.9M
Assetmark, Inc56,557
0.0% of portfolio›$2.9M
Able Wealth Management LLC56,511
0.6% of portfolio›$2.9M
Robinson Smith Wealth Advisors LLC55,850
1.7% of portfolio›$2.8M
Dynamic Advisor Solutions LLC55,392
0.1% of portfolio›$2.8M
Laurel Wealth Planning LLC52,731
1.2% of portfolio›$2.7M
Walkner Condon Financial Advisors LLC52,062
0.3% of portfolio›$2.6M
Pecaut & Co.51,865
0.8% of portfolio›$2.6M
Selby Wealth Management, LLC51,706
0.9% of portfolio›$2.6M
Horizon Wealth Management, LLC47,842
0.3% of portfolio›$2.4M
Sunburst Financial Group, LLC45,952
0.4% of portfolio›$2.3M
Copper Harbor Investment Advisors, LLC45,917
0.5% of portfolio›$2.3M
Focus Financial Network, Inc.45,246
0.1% of portfolio›$2.3M
Alpha Omega Wealth Management LLC45,111
0.3% of portfolio›$2.3M
Fulton Bank, N.A.44,474
0.1% of portfolio›$2.2M
Bfsg, LLC43,964
0.2% of portfolio›$2.2M
Legacy Private Trust Co.43,433
0.1% of portfolio›$2.2M
Richard P Slaughter Associates Inc41,663
0.4% of portfolio›$2.1M
Firestone Capital Management41,309
0.4% of portfolio›$2.1M
Creative Planning40,893
0.0% of portfolio›$2.1M
Tennessee Valley Asset Management Partners40,207
0.2% of portfolio›$2.0M
Kestra Private Wealth Services, LLC39,169
0.0% of portfolio›$2.0M
PFW Advisors LLC39,141
0.6% of portfolio›$2.0M
Founders Grove Wealth Partners, LLC38,197
0.4% of portfolio›$1.9M
WealthBridge Capital Management, LLC37,915
0.4% of portfolio›$1.9M
Cooper Financial Group37,199
0.1% of portfolio›$1.9M
Narus Financial Partners, LLC36,015
0.5% of portfolio›$1.8M
Galvin, Gaustad & Stein, LLC34,664
0.1% of portfolio›$1.8M
Daymark Wealth Partners, LLC34,656
0.0% of portfolio›$1.8M
Independent Financial Group, LLC34,586
0.0% of portfolio›$1.7M
Rossmore Private Capital34,577
0.1% of portfolio›$1.7M
ZWJ Investment Counsel Inc34,474
0.1% of portfolio›$1.7M
MGO One Seven LLC33,255
0.0% of portfolio›$1.7M
Summit Place Financial Advisors, LLC33,000
0.8% of portfolio›$1.7M
Kooman & Associates31,900
0.4% of portfolio›$1.6M
Goelzer Investment Management, Inc.31,625
0.1% of portfolio›$1.6M
SteelPeak Wealth, LLC31,358
0.0% of portfolio›$1.6M
Skyline Advisors, Inc.30,791
0.5% of portfolio›$1.6M
Elevation Point Wealth Partners, LLC30,101
0.0% of portfolio›$1.5M
Baker Ellis Asset Management LLC29,800
0.2% of portfolio›$1.5M
USAdvisors Wealth Management, LLC29,657
0.0% of portfolio›$1.5K
NavPoint Financial, Inc.28,672
0.5% of portfolio›$1.4M
Canvas Wealth Advisors, LLC28,400
0.2% of portfolio›$1.4M
Apollon Wealth Management, LLC28,229
0.0% of portfolio›$1.4M
Princeton Global Asset Management LLC28,206
0.2% of portfolio›$1.4M
Meridian Financial Partners LLC28,153
0.5% of portfolio›$1.4M
Shum Financial Group, Inc.28,089
0.8% of portfolio›$1.4M
Kathmere Capital Management, LLC27,988
0.1% of portfolio›$1.4M
Peterson Wealth Advisors, LLC26,813
0.2% of portfolio›$1.4M
BayBridge Capital Group, LLC26,709
0.7% of portfolio›$1.4M
Sage Financial Group Inc26,447
0.1% of portfolio›$1.3M
Essex Bank26,284
0.3% of portfolio›$1.3M
Ascentis Independent Advisors26,058
0.1% of portfolio›$1.3M
Bison Wealth, LLC25,979
0.1% of portfolio›$1.3M
LiftPoint Family Wealth Advisors LLC25,374
0.9% of portfolio›$1.3M
Avior Wealth Management, LLC25,254
0.0% of portfolio›$1.3M
Paladin Wealth, LLC25,127
0.7% of portfolio›$1.3M
Impact Capital Partners LLC24,871
0.3% of portfolio›$1.3M
Private Trust Co NA24,748
0.1% of portfolio›$1.3M
Soltis Investment Advisors LLC24,571
0.1% of portfolio›$1.2M
Philip James Wealth Mangement, LLC23,916
0.1% of portfolio›$1.2M
Thryve Wealth Management LLC22,839
0.6% of portfolio›$1.2M
Directional Asset Management22,746
0.9% of portfolio›$1.2M
Aries Wealth Management21,980
0.2% of portfolio›$1.1M
Olio Financial Planning21,176
0.3% of portfolio›$1.1M
Clear Point Advisors Inc.20,383
0.7% of portfolio›$1.0M
Kuhn & Co Investment Counsel20,354
0.6% of portfolio›$1.0M
Marion Wealth Management20,326
0.2% of portfolio›$1.0M
Tranquility Partners, LLC20,049
0.4% of portfolio›$1.0M
Prevail Innovative Wealth Advisors, LLC19,813
0.1% of portfolio›$1.0M
Carnegie Investment Counsel19,674
0.0% of portfolio›$994.7K
Rooted Wealth Advisors, Inc.19,325
0.2% of portfolio›$985.6K
Allen Capital Group, LLC19,106
0.1% of portfolio›$966.0K
Flagstar Securities, Inc18,973
0.3% of portfolio›$959.3K
Jnba Financial Advisors18,907
0.1% of portfolio›$955.9K
Key FInancial Inc18,895
0.2% of portfolio›$955.3K
Oasis Advisors, LLC18,757
0.4% of portfolio›$948.4K
Shore Point Advisors, LLC17,686
0.3% of portfolio›$894.2K
Woodmont Investment Counsel LLC17,455
0.0% of portfolio›$882.5K
AdvisorNet Financial, Inc17,362
0.0% of portfolio›$879.7K
Madrid Wealth Management, LLC17,045
0.5% of portfolio›$861.8K
United Advisor Group, LLC17,019
0.1% of portfolio›$860.5K
Prospera Financial Services Inc16,773
0.0% of portfolio›$854.8K
Paradigm, Strategies in Wealth Management, LLC16,200
0.5% of portfolio›$819.1K
Cyndeo Wealth Partners, LLC16,002
0.0% of portfolio›$809.1K
M Holdings Securities, Inc.15,813
0.3% of portfolio›$800.0K
Unique Wealth, LLC15,677
0.1% of portfolio›$792.6K
XY Planning Network, Inc.15,602
0.1% of portfolio›$788.8K
Intergy Private Wealth, LLC15,447
0.2% of portfolio›$781.0K
Beese Fulmer Investment Management, Inc.15,436
0.0% of portfolio›$780.4K
Mallini Complete Financial Planning LLC15,187
0.5% of portfolio›$767.9K
Indivisible Partners14,832
0.0% of portfolio›$749.9K
Curran Financial Partners, LLC14,716
0.1% of portfolio›$744.0K
Cypress Capital Group14,685
0.1% of portfolio›$742.5K
Mcdonald Partners LLC14,600
0.2% of portfolio›$738.2K
Ryan Investment Management, Inc.14,578
0.3% of portfolio›$737.1K
StoneX Group Inc.14,496
0.0% of portfolio›$738.7K
Adamsbrown Wealth Consultants LLC14,139
0.1% of portfolio›$714.9K
Acropolis Investment Management, LLC13,148
0.0% of portfolio›$664.8K
Eagle Bluffs Wealth Management LLC13,144
0.2% of portfolio›$664.6K
Old Port Advisors12,771
0.1% of portfolio›$645.7K
Tenet Wealth Partners, LLC12,762
0.5% of portfolio›$645.2K
LexAurum Advisors, LLC12,571
0.1% of portfolio›$635.6K
Amplius Wealth Advisors, LLC12,288
0.0% of portfolio›$621.3K
San Luis Wealth Advisors LLC12,223
0.1% of portfolio›$618.0K
Members Wealth LLC12,220
0.3% of portfolio›$618.0K
Genesis Private Wealth, LLC12,052
0.2% of portfolio›$609.3K
1900 Wealth Management LLC11,942
0.0% of portfolio›$603.8K
Adell Harriman & Carpenter Inc11,750
0.0% of portfolio›$594.1K
Meridian Financial Advisors, LLC11,507
0.3% of portfolio›$581.8K
Eagle Harbor Asset Management Inc11,451
0.4% of portfolio›$579.0K
Klingman & Associates, LLC11,379
0.0% of portfolio›$575.3K
Aletheian Wealth Advisors LLC11,376
0.2% of portfolio›$575.2K
Centurion Wealth Management LLC11,352
0.1% of portfolio›$574.0K
James J. Burns & Company, LLC11,256
0.1% of portfolio›$569.1K
Peak Financial Advisors LLC11,254
0.2% of portfolio›$569.0K
Apella Capital, LLC11,220
0.0% of portfolio›$567.4K
ProCore Advisors, LLC11,210
0.7% of portfolio›$566.8K
Family Office Research LLC11,046
0.2% of portfolio›$558.5K
Souders Financial Advisors11,018
0.1% of portfolio›$557.1K
Gradient Capital Advisors, LLC10,859
0.1% of portfolio›$549.0K
Collective Family Office LLC10,828
0.1% of portfolio›$547.5K
RFG Advisory, LLC10,736
0.0% of portfolio›$542.8K
Optima Capital LLC10,659
0.2% of portfolio›$538.9K
Hartford Financial Management Inc.10,446
0.1% of portfolio›$528.2K
Quadcap Wealth Management, LLC10,424
0.0% of portfolio›$527.0K
HUB Investment Partners, LLC10,361
0.0% of portfolio›$523.9K
Verdence Capital Advisors LLC10,254
0.0% of portfolio›$518.4K
Syntegra Private Wealth Group, LLC9,946
0.0% of portfolio›$502.9K
Entrewealth, LLC9,880
0.2% of portfolio›$499.5K
Johnson Bixby & Associates, LLC9,448
0.1% of portfolio›$477.7K
Avaii Wealth Management, LLC9,432
0.1% of portfolio›$476.9K
Birchwood Financial Partners, Inc.9,352
0.4% of portfolio›$472.8K
Sincerus Advisory, LLC9,241
0.3% of portfolio›$467.2K
Ellis Investment Partners, LLC9,186
0.1% of portfolio›$464.5K
Thoma Capital Management LLC9,004
0.2% of portfolio›$455.2K
Integrity Wealth Advisors, Inc.8,945
0.2% of portfolio›$452.3K
Strategic Blueprint, LLC8,904
0.0% of portfolio›$450.2K
Curbstone Financial Management Corp8,800
0.1% of portfolio›$444.9K
Csenge Advisory Group8,797
0.0% of portfolio›$444.8K
Kwmg, LLC8,758
0.0% of portfolio›$442.8K
Novem Group8,595
0.0% of portfolio›$434.6K
626 Financial, LLC8,505
0.2% of portfolio›$430.0K
Asio Capital, LLC8,000
0.0% of portfolio›$404.5K
M Wealth Management, LLC7,912
0.3% of portfolio›$400.0K
Warren Street Wealth Advisors, LLC7,906
0.1% of portfolio›$399.7K
Procyon Advisors, LLC7,855
0.0% of portfolio›$397.1K
Cahaba Wealth Management, Inc.7,824
0.0% of portfolio›$395.6K
Colonial River Investments, LLC7,809
0.1% of portfolio›$394.8K
Triumph Capital Management7,802
0.1% of portfolio›$394.5K
Sonata Capital Group Inc7,792
0.1% of portfolio›$394.0K
Grimes & Co Wealth Management, LLC7,735
0.0% of portfolio›$391.1K
Commonwealth Financial Services, LLC7,694
0.1% of portfolio›$389.0K
Redmond Asset Management, LLC7,600
0.1% of portfolio›$384.3K
Smithbridge Asset Management Inc7,574
0.1% of portfolio›$382.9K
Concurrent Investment Advisors, LLC7,314
0.0% of portfolio›$369.8K
Beverly Hills Private Wealth, LLC7,218
0.1% of portfolio›$364.9K
Total Clarity Wealth Management, Inc.7,181
0.1% of portfolio›$363.1K
Verus Capital Partners, LLC7,120
0.0% of portfolio›$360.0K
MassMutual Private Wealth & Trust, FSB7,052
0.0% of portfolio›$356.5K
Capital Advisors, Ltd. LLC6,950
0.0% of portfolio›$351
Quantum Financial Partners LLC6,899
0.2% of portfolio›$348.8K
Lifelong Wealth Advisors, Inc.6,891
0.1% of portfolio›$348.4K
Archford Capital Strategies, LLC6,783
0.0% of portfolio›$342.9K
Private Wealth Group, LLC6,629
0.1% of portfolio›$335.2K
Cap Partners, LLC6,610
0.2% of portfolio›$334.2K
Centerline Wealth Advisors, LLC6,477
0.1% of portfolio›$327.5K
Balefire, LLC6,410
0.1% of portfolio›$324.1K
Fullerton Advisors, LLC6,351
0.3% of portfolio›$321.1K
International Assets Investment Management, LLC6,315
0.0% of portfolio›$319.0K
Claro Advisors Inc.6,300
0.0% of portfolio›$318.5K
Gill Capital Partners, LLC6,276
0.1% of portfolio›$317.3K
Integrated Advisors Network LLC6,121
0.0% of portfolio›$309.5K
Global Trust Asset Management, LLC6,050
0.1% of portfolio›$305.9K
Town Capital LLC6,019
0.2% of portfolio›$304.3K
Shayne & Jacobs, LLC6,000
0.1% of portfolio›$303.4K
Lineweaver Wealth Advisors, LLC5,908
0.0% of portfolio›$298.7K
Choice Wealth Advisors LLC5,900
0.1% of portfolio›$298.3K
Segment Wealth Management, LLC5,870
0.0% of portfolio›$296.8K
Roberts Wealth Advisors, LLC5,683
0.1% of portfolio›$287.3K
Atria Investments, Inc5,630
0.0% of portfolio›$284.7K
Gerald Baker Financial Group LLC5,311
0.1% of portfolio›$268.5K
Herold Advisors, Inc.5,302
0.1% of portfolio›$268.0K
Lifestyle Asset Management, Inc.5,282
0.1% of portfolio›$267.0K
CWC Advisors, Llc.5,054
0.1% of portfolio›$255.5K
New Capital Management LP5,003
0.1% of portfolio›$253.0K
Provenance Wealth Advisors, LLC4,842
0.0% of portfolio›$244.8K
Harbor Group, Inc.4,801
0.0% of portfolio›$242.7K
Arbor Investment Advisors, LLC4,700
0.0% of portfolio›$237.6K
Sentinel Trust Co LBA4,510
0.0% of portfolio›$228.0K
Integrity Advisory Solutions, LLC4,465
0.0% of portfolio›$225.8K
Symphony Financial, Ltd. Co.4,441
0.0% of portfolio›$224.6K
Newman Dignan & Sheerar, Inc.4,433
0.0% of portfolio›$224.1K
SpringVest Wealth Management LLC4,400
0.1% of portfolio›$222.5K
Semus Wealth Partners LLC4,389
0.1% of portfolio›$221.9K
MLG Wealth Management DBA Pine Grove Financial Group4,356
0.0% of portfolio›$220.2K
River's Edge Wealth Management, LLC4,222
0.2% of portfolio›$214.2K
Quantify Chaos Advisors, LLC4,222
0.5% of portfolio›$213.5K
Midwest Trust Co4,053
0.0% of portfolio›$204.9K
Chicago Partners Investment Group LLC3,942
0.0% of portfolio›$200.6K
Elevation Wealth Partners, LLC2,790
0.0% of portfolio›$141.1K
Signature Equity Partners, LLC2,045
0.0% of portfolio›$103.4K
Caldwell Trust Co2,040
0.0% of portfolio›$103.1K
Cherry Tree Wealth Management, LLC1,778
0.0% of portfolio›$89.9K
EPG Wealth Management LLC1,698
0.0% of portfolio›$85.9K
Clark Wealth Partners1,658
0.0% of portfolio›$83.8K
MidAtlantic Capital Management, Inc.1,565
0.0% of portfolio›$79.1K
Mainstream Capital Management LLC1,182
0.0% of portfolio›$59.8K
Trust Co of Vermont1,181
0.0% of portfolio›$59.7K
Gamma Investing LLC1,160
0.0% of portfolio›$58.7K
Transce3nd, LLC1,153
0.1% of portfolio›$58.6K
Parkside Financial Bank & Trust1,129
0.0% of portfolio›$57.1K
Financial Perspectives, Inc833
0.0% of portfolio›$42.1K
Blue Trust, Inc.744
0.0% of portfolio›$37.6K
Allspring Global Investments Holdings, LLC701
0.0% of portfolio›$35.4K
Essential Investment Partners LLC700
0.0% of portfolio›$35.4K
Montag A & Associates Inc600
0.0% of portfolio›$30.3K
Cullen T Bankers, Inc.579
0.0% of portfolio›$29.3K
Financial Network Wealth Advisors LLC443
0.0% of portfolio›$22.4K
West Paces Advisors Inc.390
0.0% of portfolio›$19.7K
Signature Resources Capital Management, LLC365
0.0% of portfolio›$18.5K
Smallwood Wealth Investment Management, LLC207
0.0% of portfolio›$10.5K
1620 Investment Advisors, Inc.199
0.0% of portfolio›$10.1K
Creative Financial Designs Inc190
0.0% of portfolio›$9.6K
EverSource Wealth Advisors, LLC100
0.0% of portfolio›$5.1K
Dhjj Financial Advisors, Ltd.20
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
HB Wealth Management, LLC
4,276,781$216.2M1.1%IndexVery LowAtlanta, GA2026-10-23
Resonant Capital Advisors, LLC
1,338,109$67.7M3.2%ETFLowMadison, WI2026-10-15
Salomon & Ludwin, LLC
1,213,760$61.4M5.1%ETFVery LowRichmond, VA2026-10-29
AlphaCore Capital LLC
844,642$42.7M0.7%ETFLowLa Jolla, CA2026-11-04
Weatherly Asset Management L. P.
768,210$38.8M2.7%GrowthVery LowDel Mar, CA2026-10-20
CWA Asset Management Group, LLC
675,186$34.1M1.0%CoreMediumNaples, FL2026-10-19
Keybank National Association
636,117$32.2M0.1%CoreLowBrooklyn, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
628,928$31.8M0.0%CoreLowPlymouth, MN2026-10-13
Sage Mountain Advisors LLC
580,634$29.4M1.7%ETFLowAtlanta, GA2026-11-02
Trust Co
555,838$28.1M2.4%ETFVery LowManhattan, KS2026-10-09
Interchange Capital Partners, LLC
527,700$26.7M4.5%GrowthLowPittsburgh, PA2026-10-28
FSM Wealth Advisors, LLC
524,634$26.6M2.7%ETFLowCleveland, OH2026-10-27
Global Wealth Management, LLC
437,550$22.1M12.0%ETFLowKingston, NJ2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
432,556$21.9M0.3%ETFLowMinneapolis, MN2026-10-14
Gradient Investments LLC
404,776$20.5M0.3%CoreMediumArden Hills, MN2026-10-08
Global Strategic Investment Solutions, LLC
397,256$20.1M1.8%ETFLowScottsdale, AZ2026-10-16
Diversified Portfolios, Inc.
396,503$20.0M1.4%ETFLowBloomfield Hills, MI2026-11-04
Commonwealth Equity Services, LLC
372,109$18.8M0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
359,407$18.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Capital Asset Advisory Services LLC
333,078$16.9M0.6%ETFLowWilliamston, MI2026-10-30
Phoenix Wealth Advisors
319,701$16.2M5.0%CoreLowChapel Hill, NC2026-11-03
Rosenberg Matthew Hamilton
312,862$15.8M2.8%ETFVery LowGrand Junction, CO2026-10-05
PDS Planning, Inc
309,215$15.6M0.9%IndexVery LowDublin, OH2026-11-03
Farther Finance Advisors, LLC
305,286$15.4M0.1%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
302,721$15.3M0.0%CoreLowCharlotte, NC2026-10-30
Chesley Taft & Associates LLC
301,115$15.2M0.6%CoreLowChicago, IL2026-10-13
MY Wealth Management Inc.
297,844$15.1M11.0%ETFVery HighGermantown, MD2026-10-21
Prime Capital Investment Advisors, LLC
296,116$15.0M0.1%ETFLowOverland Park, KS2026-10-20
Oak Harvest Investment Services
295,030$14.9M1.4%GrowthMediumHouston, TX2026-10-20
Boothe Investment Group, Inc.
294,570$14.9M4.2%YieldLowDover, DE2026-10-22
Roof Eidam Maycock Peralta, LLC
284,471$14.4M2.7%ETFVery LowSan Francisco, CA2026-10-15
Bailard, Inc.
282,617$14.3M0.3%GrowthMediumFoster City, CA2026-10-13
Principle Wealth Partners LLC
277,071$14.0M0.7%CoreVery LowMadison, CT2026-11-02
MBM Wealth Consultants, LLC
252,284$12.8M2.3%ETFVery LowChesterfield, MO2026-10-20
Opal Wealth Advisors, LLC
235,409$11.9M2.5%ETFLowJericho, NY2026-10-16
Avidian Wealth Enterprises, LLC
227,414$11.5M0.3%ETFLowHouston, TX2026-10-08
Aspen Wealth Management LLC
220,543$11.2M1.8%ETFLowFort Worth, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
213,074$10.8K0.0%ETFLowFairfield, IA2026-11-02
Simon Quick Advisors, LLC
209,667$10.6M0.4%ETFLowMorristown, NJ2026-10-26
Davidson Investment Advisors
209,046$10.6M0.4%CoreLowGreat Falls, MT2026-10-20
Apex Wealth Management, LLC
196,931$10.0M5.9%ETFMediumBedford, NH2026-10-20
Kestra Advisory Services, LLC
196,169$9.9M0.0%CoreLowAustin, TX2026-11-02
Citizens Financial Group Inc
194,968$9.9M0.1%GrowthLowProvidence, RI2026-10-23
Capital Advisors Wealth Management, LLC
172,493$8.7M1.0%ETFLowYakima, WA2026-10-09
Valeo Financial Advisors, LLC
170,871$8.6M0.2%ETFLowCarmel, IN2026-10-08
Mainsail Financial Group, LLC
169,752$8.6M2.9%ETFLowBellevue, WA2026-10-23
OpenArc Corporate Advisory, LLC
168,651$8.5M0.1%GrowthLowAtlanta, GA2026-10-21
YHB Investment Advisors, Inc.
163,460$8.3M0.5%GrowthLowWest Hartford, CT2026-10-08
Great Point Wealth Advisors, LLC
160,937$8.1M1.3%ETFVery LowBoston, MA2026-10-15
SAX Wealth Advisors, LLC
158,572$8.0M0.2%ETFVery LowParsippany, NJ2026-10-13
Forvis Mazars Wealth Advisors, LLC
156,652$7.9M0.1%ETFVery LowSpringfield, MO2026-10-13
Davenport & Co LLC
147,270$7.4M0.0%CoreMediumRichmond, VA2026-10-14
Elmwood Wealth Management, Inc.
147,053$7.4M1.8%ETFLowBerkeley, CA2026-10-14
Lpwm LLC
141,108$7.1M1.6%ETFMediumMinneapolis, MN2026-10-20
Revolve Wealth Partners, LLC
135,648$6.9M0.7%ETFVery LowHackensack, NJ2026-10-23
Encompass Wealth Advisors, LLC
133,970$6.8M1.0%ETFVery LowPortland, OR2026-10-15
StrongBox Wealth, LLC
131,967$6.7M1.8%GrowthLowLee'S Summit, MO2026-11-02
Leverty Financial Group, LLC
131,413$6.6M1.2%ETFVery LowHudson, WI2026-10-08
Graves Light Lenhart Wealth, Inc.
126,802$6.4M0.6%ETFVery LowHarrisonburg, VA2026-10-09
Stewardship Advisors, LLC
124,833$6.3M1.3%ETFMediumMount Joy, PA2026-10-20
Websterrogers Financial Advisors, LLC
123,898$6.3M1.7%ETFVery LowFlorence, SC2026-11-02
Sagespring Wealth Partners, LLC
121,786$6.2M0.1%ETFLowFranklin, TN2026-10-22
ERn Financial, LLC
117,610$5.9M1.0%ETFVery LowMiddleton, WI2026-10-28
Forza Wealth Management, LLC
116,500$5.9M1.7%CoreVery LowSarasota, FL2026-10-20
Albion Financial Group
116,378$5.9M0.3%GrowthLowSalt Lake City, UT2026-10-21
Appleton Partners Inc
113,873$5.8K0.0%GrowthLowBoston, MA2026-10-30
Bokf, NA
110,719$5.6M0.1%CoreLowTulsa, OK2026-10-27
Beacon Investment Advisory Services, Inc.
101,569$5.1M0.2%GrowthLowMorristown, NJ2026-10-13
Whitegate Investment Counselors, Inc.
99,534$5.0M1.5%ETFVery LowConcord, NH2026-11-02
Ashton Thomas Securities, LLC
94,576$4.8M0.5%ETFMediumRochester, NY2026-10-26
Parallel Advisors, LLC
94,396$4.8M0.1%IndexLowSan Francisco, CA2026-11-03
Capital Management Corp
93,468$4.7M0.7%YieldMediumGlen Allen, VA2026-10-29
Pennsylvania Capital Management Inc
86,915$4.4M1.1%GrowthLowHuntingdon Valley, PA2026-11-05
Perennial Advisors, LLC
83,958$4.2M0.6%CoreLowNew York, NY2026-10-13
Aprio Wealth Management, LLC
83,800$4.2M0.2%ETFMediumAtlanta, GA2026-10-28
Axxcess Wealth Management, LLC
78,588$4.0M0.2%CoreLowCarlsbad, CA2026-10-21
Highline Wealth Partners LLC
77,364$3.9M0.7%ETFMediumSherman Oaks, CA2026-10-19
Perigon Wealth Management, LLC
75,884$3.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Brandywine OAK Private Wealth LLC
75,163$3.8M0.3%ETFVery LowKennett Square, PA2026-10-23
IFP Advisors, Inc
73,705$3.7M0.1%GrowthLowTampa, FL2026-10-16
SkyOak Wealth, LLC
72,525$3.7M0.6%ETFLowSouthfield, MI2026-10-28
Root Financial Partners, LLC
70,463$3.6M0.1%ETFMediumEncinitas, CA2026-10-21
Security Financial Services, Inc.
69,852$3.5M0.5%ETFMediumFort Wayne, IN2026-10-29
Red Mountain Financial, LLC
68,720$3.5M2.9%ETFLowFort Collins, CO2026-11-03
Clarity Asset Management, Inc.
66,898$3.4M1.7%ETFHighAmes, IA2026-10-14
Sigma Planning Corp
66,366$3.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Schear Investment Advisers, LLC
64,323$3.3M0.4%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
64,323$3.3M0.4%Agg GrowthLowIndependence, OH2026-10-14
Wealthcare Advisory Partners LLC
61,987$3.1M0.1%ETFLowWest Chester, PA2026-10-21
Parsons Capital Management Inc
59,731$3.0M0.1%CoreLowProvidence, RI2026-10-28
Higgins & Schmidt Wealth Strategies LLC
58,632$3.0M1.2%ETFLowDenver, CO2026-10-26
Triad Wealth Partners, LLC
58,472$3.0M0.2%ETFMediumLawrence, KS2026-10-26
Professional Financial Management, Inc.
58,235$2.9M3.0%ETFMediumAppleton, WI2026-10-22
Financial Solutions Advisory Group, Inc.
58,163$3.0M0.4%ETFMediumChicago, IL2026-10-28
Vise Technologies, Inc.
58,020$2.9M0.0%IndexLowNew York, NY2026-10-29
Syverson Strege & Co
57,965$2.9M0.6%ETFVery LowWest Des Moines, IA2026-11-02
Invariant Investment Management
56,929$2.9M1.7%ETFLowCamp Hill, PA2026-10-08
Assetmark, Inc
56,557$2.9M0.0%ETFLowConcord, CA2026-10-21
Able Wealth Management LLC
56,511$2.9M0.6%ETFMediumToms River, NJ2026-10-13
Robinson Smith Wealth Advisors LLC
55,850$2.8M1.7%ETFLowSouth Portland, ME2026-10-22
Dynamic Advisor Solutions LLC
55,392$2.8M0.1%ETFLowPhoenix, AZ2026-10-13
Laurel Wealth Planning LLC
52,731$2.7M1.2%ETFLowEdina, MN2026-11-02
Walkner Condon Financial Advisors LLC
52,062$2.6M0.3%ETFLowVerona, WI2026-11-02
Pecaut & Co.
51,865$2.6M0.8%ETFLowSioux City, IA2026-10-27
Selby Wealth Management, LLC
51,706$2.6M0.9%ETFVery LowEmeryville, CA2026-10-16
Horizon Wealth Management, LLC
47,842$2.4M0.3%ETFVery HighLa Grange, IL2026-11-02
Sunburst Financial Group, LLC
45,952$2.3M0.4%ETFVery LowVestavia Hills, AL2026-10-09
Copper Harbor Investment Advisors, LLC
45,917$2.3M0.5%ETFN/AAppleton, WI2026-10-16
Focus Financial Network, Inc.
45,246$2.3M0.1%ETFLowMinneapolis, MN2026-10-14
Alpha Omega Wealth Management LLC
45,111$2.3M0.3%ValueLowRichmond, VA2026-10-23
Fulton Bank, N.A.
44,474$2.2M0.1%CoreLowLancaster, PA2026-10-14
Bfsg, LLC
43,964$2.2M0.2%CoreLowIrvine, CA2026-10-30
Legacy Private Trust Co.
43,433$2.2M0.1%ETFLowNeenah, WI2026-10-06
Richard P Slaughter Associates Inc
41,663$2.1M0.4%ETFMediumAustin, TX2026-10-13
Firestone Capital Management
41,309$2.1M0.4%ETFVery LowSouth Miami, FL2026-11-03
Creative Planning
40,893$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Tennessee Valley Asset Management Partners
40,207$2.0M0.2%ETFLowKnoxville, TN2026-11-03
Kestra Private Wealth Services, LLC
39,169$2.0M0.0%GrowthLowAustin, TX2026-10-30
PFW Advisors LLC
39,141$2.0M0.6%CoreLowAtlanta, GA2026-10-07
Founders Grove Wealth Partners, LLC
38,197$1.9M0.4%ETFLowRichmond, VA2026-10-16
WealthBridge Capital Management, LLC
37,915$1.9M0.4%ETFLowWesterville, OH2026-10-16
Cooper Financial Group
37,199$1.9M0.1%GrowthMediumIrvine, CA2026-10-07
Narus Financial Partners, LLC
36,015$1.8M0.5%ValueLowSalt Lake City, UT2026-10-19
Galvin, Gaustad & Stein, LLC
34,664$1.8M0.1%CoreMediumScottsdale, AZ2026-10-08
Daymark Wealth Partners, LLC
34,656$1.8M0.0%CoreLowCincinnati, OH2026-11-04
Independent Financial Group, LLC
34,586$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Rossmore Private Capital
34,577$1.7M0.1%CoreLowGlastonbury, CT2026-10-27
ZWJ Investment Counsel Inc
34,474$1.7M0.1%CoreLowAtlanta, GA2026-10-15
MGO One Seven LLC
33,255$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Summit Place Financial Advisors, LLC
33,000$1.7M0.8%CoreMediumSummit, NJ2026-10-23
Kooman & Associates
31,900$1.6M0.4%ETFLowAltoona, PA2026-10-21
Goelzer Investment Management, Inc.
31,625$1.6M0.1%GrowthLowCarmel, IN2026-10-16
SteelPeak Wealth, LLC
31,358$1.6M0.0%GrowthHighWoodland Hills, CA2026-10-16
Skyline Advisors, Inc.
30,791$1.6M0.5%ETFMediumBellingham, WA2026-11-03
Elevation Point Wealth Partners, LLC
30,101$1.5M0.0%CoreHighDenver, CO2026-11-05
Baker Ellis Asset Management LLC
29,800$1.5M0.2%GARPVery LowVancouver, WA2026-10-14
USAdvisors Wealth Management, LLC
29,657$1.5K0.0%ETFLowEden Prairie, MN2026-10-21
NavPoint Financial, Inc.
28,672$1.4M0.5%ETFVery LowPrior Lake, MN2026-10-21
Canvas Wealth Advisors, LLC
28,400$1.4M0.2%GrowthLowShawnee, KS2026-11-02
Apollon Wealth Management, LLC
28,229$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Princeton Global Asset Management LLC
28,206$1.4M0.2%GrowthLowPrinceton, NJ2026-10-21
Meridian Financial Partners LLC
28,153$1.4M0.5%GrowthLowWarrenton, VA2026-10-23
Shum Financial Group, Inc.
28,089$1.4M0.8%GrowthVery LowAlameda, CA2026-10-13
Kathmere Capital Management, LLC
27,988$1.4M0.1%ETFLowWayne, PA2026-10-20
Peterson Wealth Advisors, LLC
26,813$1.4M0.2%ETFLowOrem, UT2026-10-08
BayBridge Capital Group, LLC
26,709$1.4M0.7%GARPMediumLivermore, CA2026-10-13
Sage Financial Group Inc
26,447$1.3M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Essex Bank
26,284$1.3M0.3%CoreLowEssex, CT2026-10-16
Ascentis Independent Advisors
26,058$1.3M0.1%ETFLowDallas, TX2026-11-03
Bison Wealth, LLC
25,979$1.3M0.1%GrowthMediumAtlanta, GA2026-10-13
LiftPoint Family Wealth Advisors LLC
25,374$1.3M0.9%ETFMediumFar Hills, NJ2026-11-03
Avior Wealth Management, LLC
25,254$1.3M0.0%ETFMediumOmaha, NE2026-10-13
Paladin Wealth, LLC
25,127$1.3M0.7%CoreLowArden Hills, MN2026-10-23
Impact Capital Partners LLC
24,871$1.3M0.3%GrowthLowGreenwood Village, CO2026-10-22
Private Trust Co NA
24,748$1.3M0.1%CoreLowCleveland, OH2026-10-20
Soltis Investment Advisors LLC
24,571$1.2M0.1%CoreMediumSt. George, UT2026-10-28
Philip James Wealth Mangement, LLC
23,916$1.2M0.1%YieldMediumMilton, GA2026-10-27
Thryve Wealth Management LLC
22,839$1.2M0.6%ETFLowIrving, TX2026-10-09
Directional Asset Management
22,746$1.2M0.9%CoreLowArlington Heights, IL2026-10-22
Aries Wealth Management
21,980$1.1M0.2%CoreVery LowPortland, ME2026-10-23
Olio Financial Planning
21,176$1.1M0.3%ETFVery LowMclean, VA2026-10-22
Clear Point Advisors Inc.
20,383$1.0M0.7%ETFMediumMelville, NY2026-10-30
Kuhn & Co Investment Counsel
20,354$1.0M0.6%CoreLowChicago, IL2026-10-29
Marion Wealth Management
20,326$1.0M0.2%ETFVery LowMonroeville, PA2026-10-22
Tranquility Partners, LLC
20,049$1.0M0.4%CoreLowBrentwood, TN2026-10-20
Prevail Innovative Wealth Advisors, LLC
19,813$1.0M0.1%CoreVery HighLeawood, KS2026-10-20
Carnegie Investment Counsel
19,674$994.7K0.0%CoreLowPepper Pike, OH2026-10-20
Rooted Wealth Advisors, Inc.
19,325$985.6K0.2%ETFLowBourbonnais, IL2026-11-03
Allen Capital Group, LLC
19,106$966.0K0.1%CoreLowGrand Island, NE2026-10-27
Flagstar Securities, Inc
18,973$959.3K0.3%ETFVery LowNew York, NY2026-10-15
Jnba Financial Advisors
18,907$955.9K0.1%ETFMediumBloomington, MN2026-11-03
Key FInancial Inc
18,895$955.3K0.2%ETFLowWest Chester, PA2026-11-02
Oasis Advisors, LLC
18,757$948.4K0.4%ETFMediumForest City, IA2026-10-16
Shore Point Advisors, LLC
17,686$894.2K0.3%ETFLowBrielle, NJ2026-10-14
Woodmont Investment Counsel LLC
17,455$882.5K0.0%GARPVery LowNashville, TN2026-10-29
AdvisorNet Financial, Inc
17,362$879.7K0.0%ETFLowMinnetonka, MN2026-10-15
Madrid Wealth Management, LLC
17,045$861.8K0.5%ETFLowAlbuquerque, NM2026-10-23
United Advisor Group, LLC
17,019$860.5K0.1%ETFLowCincinnati, OH2026-11-03
Prospera Financial Services Inc
16,773$854.8K0.0%CoreMediumDallas, TX2026-11-04
Paradigm, Strategies in Wealth Management, LLC
16,200$819.1K0.5%ETFLowMaple Grove, MN2026-10-16
Cyndeo Wealth Partners, LLC
16,002$809.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
M Holdings Securities, Inc.
15,813$800.0K0.3%ETFHighPortland, OR2026-11-03
Unique Wealth, LLC
15,677$792.6K0.1%ETFMediumTampa, FL2026-10-16
XY Planning Network, Inc.
15,602$788.8K0.1%ETFLowBozeman, MT2026-10-14
Intergy Private Wealth, LLC
15,447$781.0K0.2%ETFVery LowColorado Springs, CO2026-10-16
Beese Fulmer Investment Management, Inc.
15,436$780.4K0.0%CoreLowCanton, OH2026-10-23
Mallini Complete Financial Planning LLC
15,187$767.9K0.5%ETFMediumGainesville, FL2026-10-06
Indivisible Partners
14,832$749.9K0.0%GrowthMediumClearwater, FL2026-10-26
Curran Financial Partners, LLC
14,716$744.0K0.1%ETFMediumDaniel Island, SC2026-11-04
Cypress Capital Group
14,685$742.5K0.1%CoreLowPalm Beach, FL2026-11-03
Mcdonald Partners LLC
14,600$738.2K0.2%CoreLowCleveland, OH2026-11-03
Ryan Investment Management, Inc.
14,578$737.1K0.3%ETFVery HighBasalt, CO2026-10-20
StoneX Group Inc.
14,496$738.7K0.0%ETFMediumNew York, NY2026-11-03
Adamsbrown Wealth Consultants LLC
14,139$714.9K0.1%ETFLowWichita, KS2026-10-20
Acropolis Investment Management, LLC
13,148$664.8K0.0%ETFLowSt. Louis, MO2026-10-08
Eagle Bluffs Wealth Management LLC
13,144$664.6K0.2%GARPVery LowColumbia, MO2026-10-20
Old Port Advisors
12,771$645.7K0.1%GARPLowPortland, ME2026-10-23
Tenet Wealth Partners, LLC
12,762$645.2K0.5%ETFN/AChampaign, IL2026-10-19
LexAurum Advisors, LLC
12,571$635.6K0.1%ETFLowOverland Park, KS2026-10-19
Amplius Wealth Advisors, LLC
12,288$621.3K0.0%ETFLowBlue Bell, PA2026-10-20
San Luis Wealth Advisors LLC
12,223$618.0K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Members Wealth LLC
12,220$618.0K0.3%ETFLowMedia, PA2026-10-20
Genesis Private Wealth, LLC
12,052$609.3K0.2%ETFLowAshburn, VA2026-11-02
1900 Wealth Management LLC
11,942$603.8K0.0%ETFLowSan Antonio, TX2026-10-13
Adell Harriman & Carpenter Inc
11,750$594.1K0.0%GrowthVery LowHouston, TX2026-11-02
Meridian Financial Advisors, LLC
11,507$581.8K0.3%ETFVery LowHolliston, MA2026-10-14
Eagle Harbor Asset Management Inc
11,451$579.0K0.4%GARPLowSeattle, WA2026-10-21
Klingman & Associates, LLC
11,379$575.3K0.0%ETFVery LowNew York, NY2026-10-20
Aletheian Wealth Advisors LLC
11,376$575.2K0.2%ETFVery LowBellevue, WA2026-10-08
Centurion Wealth Management LLC
11,352$574.0K0.1%ETFMediumMclean, VA2026-10-13
James J. Burns & Company, LLC
11,256$569.1K0.1%ETFVery LowMelville, NY2026-10-22
Peak Financial Advisors LLC
11,254$569.0K0.2%CoreHighDenver, CO2026-10-28
Apella Capital, LLC
11,220$567.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
ProCore Advisors, LLC
11,210$566.8K0.7%GARPLowNewport Beach, CA2026-10-14
Family Office Research LLC
11,046$558.5K0.2%ETFLowBethesda, MD2026-10-14
Souders Financial Advisors
11,018$557.1K0.1%ETFLowCincinnati, OH2026-11-03
Gradient Capital Advisors, LLC
10,859$549.0K0.1%ETFLowSan Diego, CA2026-10-21
Collective Family Office LLC
10,828$547.5K0.1%ETFLowYork, PA2026-10-05
RFG Advisory, LLC
10,736$542.8K0.0%ETFMediumBirmingham, AL2026-11-03
Optima Capital LLC
10,659$538.9K0.2%ETFHighPortland, OR2026-10-29
Hartford Financial Management Inc.
10,446$528.2K0.1%CoreLowWest Hartford, CT2026-10-21
Quadcap Wealth Management, LLC
10,424$527.0K0.0%ETFLowFrisco, TX2026-11-02
HUB Investment Partners, LLC
10,361$523.9K0.0%GrowthLowAustin, TX2026-11-03
Verdence Capital Advisors LLC
10,254$518.4K0.0%CoreMediumHunt Valley, MD2026-10-26
Syntegra Private Wealth Group, LLC
9,946$502.9K0.0%ETFLowChesterfield, MO2026-10-13
Entrewealth, LLC
9,880$499.5K0.2%ETFLowAustin, TX2026-10-14
Johnson Bixby & Associates, LLC
9,448$477.7K0.1%ETFMediumVancouver, WA2026-10-14
Avaii Wealth Management, LLC
9,432$476.9K0.1%ETFMediumAppleton, WI2026-10-09
Birchwood Financial Partners, Inc.
9,352$472.8K0.4%ETFVery LowBloomington, MN2026-11-02
Sincerus Advisory, LLC
9,241$467.2K0.3%ETFVery LowNew York, NY2026-10-09
Ellis Investment Partners, LLC
9,186$464.5K0.1%ETFLowBerwyn, PA2026-10-21
Thoma Capital Management LLC
9,004$455.2K0.2%ETFLowTowson, MD2026-10-19
Integrity Wealth Advisors, Inc.
8,945$452.3K0.2%ETFMediumVentura, CA2026-10-29
Strategic Blueprint, LLC
8,904$450.2K0.0%ETFLowAtlanta, GA2026-10-22
Curbstone Financial Management Corp
8,800$444.9K0.1%CoreLowManchester, NH2026-10-21
Csenge Advisory Group
8,797$444.8K0.0%ETFMediumClearwater, FL2026-11-04
Kwmg, LLC
8,758$442.8K0.0%ETFVery LowOverland Park, KS2026-10-07
Novem Group
8,595$434.6K0.0%ETFMediumRochester, NY2026-10-19
626 Financial, LLC
8,505$430.0K0.2%CoreLowPortage, MI2026-11-04
Asio Capital, LLC
8,000$404.5K0.0%GrowthMediumLexington, KY2026-10-19
M Wealth Management, LLC
7,912$400.0K0.3%ETFVery LowSan Diego, CA2026-10-14
Warren Street Wealth Advisors, LLC
7,906$399.7K0.1%ETFMediumIrvine, CA2026-11-04
Procyon Advisors, LLC
7,855$397.1K0.0%CoreVery LowShelton, CT2026-10-21
Cahaba Wealth Management, Inc.
7,824$395.6K0.0%ETFVery LowAtlanta, GA2026-10-26
Colonial River Investments, LLC
7,809$394.8K0.1%GrowthMediumMidlothian, VA2026-10-19
Triumph Capital Management
7,802$394.5K0.1%ETFMediumDenver, CO2026-10-14
Sonata Capital Group Inc
7,792$394.0K0.1%ETFVery LowSeattle, WA2026-10-19
Grimes & Co Wealth Management, LLC
7,735$391.1K0.0%CoreLowWestborough, MA2026-10-29
Commonwealth Financial Services, LLC
7,694$389.0K0.1%ETFMediumVienna, WV2026-10-20
Redmond Asset Management, LLC
7,600$384.3K0.1%CoreLowHenrico, VA2026-10-27
Smithbridge Asset Management Inc
7,574$382.9K0.1%GrowthLowChadds Ford, PA2026-10-19
Concurrent Investment Advisors, LLC
7,314$369.8K0.0%GrowthMediumTampa, FL2026-10-16
Beverly Hills Private Wealth, LLC
7,218$364.9K0.1%ValueMediumBeverly Hills, CA2026-11-04
Total Clarity Wealth Management, Inc.
7,181$363.1K0.1%ETFMediumSt. Charles, IL2026-10-26
Verus Capital Partners, LLC
7,120$360.0K0.0%GrowthLowScottsdale, AZ2026-11-03
MassMutual Private Wealth & Trust, FSB
7,052$356.5K0.0%CoreLowSpringfield, MA2026-10-05
Capital Advisors, Ltd. LLC
6,950$3510.0%ETFLowShaker Heights, OH2026-10-27
Quantum Financial Partners LLC
6,899$348.8K0.2%ETFN/AOverland Park, KS2026-10-19
Lifelong Wealth Advisors, Inc.
6,891$348.4K0.1%ETFLowArden Hills, MN2026-10-19
Archford Capital Strategies, LLC
6,783$342.9K0.0%GrowthMediumSwansea, IL2026-10-19
Private Wealth Group, LLC
6,629$335.2K0.1%ETFLowTampa, FL2026-10-19
Cap Partners, LLC
6,610$334.2K0.2%ETFLowFranklin, TN2026-10-19
Centerline Wealth Advisors, LLC
6,477$327.5K0.1%ETFHighLouisville, KY2026-10-15
Balefire, LLC
6,410$324.1K0.1%ETFMediumDallas, TX2026-10-09
Fullerton Advisors, LLC
6,351$321.1K0.3%ETFLowDanville, CA2026-10-14
International Assets Investment Management, LLC
6,315$319.0K0.0%CoreVery HighOrlando, FL2026-11-02
Claro Advisors Inc.
6,300$318.5K0.0%CoreLowBoston, MA2026-11-02
Gill Capital Partners, LLC
6,276$317.3K0.1%ETFLowDenver, CO2026-10-13
Integrated Advisors Network LLC
6,121$309.5K0.0%GrowthMediumDallas, TX2026-10-20
Global Trust Asset Management, LLC
6,050$305.9K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Town Capital LLC
6,019$304.3K0.2%ETFHighBel Air, MD2026-11-03
Shayne & Jacobs, LLC
6,000$303.4K0.1%ValueVery LowNashville, TN2026-10-21
Lineweaver Wealth Advisors, LLC
5,908$298.7K0.0%ETFLowValley View, OH2026-10-13
Choice Wealth Advisors LLC
5,900$298.3K0.1%ETFMediumWaterville, ME2026-10-16
Segment Wealth Management, LLC
5,870$296.8K0.0%CoreLowHouston, TX2026-10-26
Roberts Wealth Advisors, LLC
5,683$287.3K0.1%GrowthLowPalo Alto, CA2026-10-14
Atria Investments, Inc
5,630$284.7K0.0%CoreMediumCharlotte, NC2026-10-15
Gerald Baker Financial Group LLC
5,311$268.5K0.1%GARPLowArlington, TX2026-10-09
Herold Advisors, Inc.
5,302$268.0K0.1%CoreLowNew York, NY2026-10-19
Lifestyle Asset Management, Inc.
5,282$267.0K0.1%ETFHighFriendswood, TX2026-10-20
CWC Advisors, Llc.
5,054$255.5K0.1%GARPLowLake Oswego, OR2026-10-15
New Capital Management LP
5,003$253.0K0.1%ETFVery LowHouston, TX2026-10-29
Provenance Wealth Advisors, LLC
4,842$244.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Group, Inc.
4,801$242.7K0.0%ETFVery LowBedford, NH2026-10-14
Arbor Investment Advisors, LLC
4,700$237.6K0.0%ETFVery LowWinston Salem, NC2026-10-26
Sentinel Trust Co LBA
4,510$228.0K0.0%ETFVery LowHouston, TX2026-11-03
Integrity Advisory Solutions, LLC
4,465$225.8K0.0%ETFMediumDallas, TX2026-10-29
Symphony Financial, Ltd. Co.
4,441$224.6K0.0%GrowthLowHouston, TX2026-10-22
Newman Dignan & Sheerar, Inc.
4,433$224.1K0.0%ETFLowProvidence, RI2026-10-21
SpringVest Wealth Management LLC
4,400$222.5K0.1%ETFLowDallas, TX2026-10-27
Semus Wealth Partners LLC
4,389$221.9K0.1%GrowthLowBoca Raton, FL2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
4,356$220.2K0.0%ETFMediumWoodbury, MN2026-10-13
River's Edge Wealth Management, LLC
4,222$214.2K0.2%ETFVery LowBeaver, PA2026-10-19
Quantify Chaos Advisors, LLC
4,222$213.5K0.5%ETFMediumBrooklyn, NY2026-11-04
Midwest Trust Co
4,053$204.9K0.0%CoreLowOverland Park, KS2026-10-22
Chicago Partners Investment Group LLC
3,942$200.6K0.0%GARPLowChicago, IL2026-10-27
Elevation Wealth Partners, LLC
2,790$141.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Signature Equity Partners, LLC
2,045$103.4K0.0%GrowthMediumColumbus, OH2026-10-29
Caldwell Trust Co
2,040$103.1K0.0%GrowthLowVenice, FL2026-10-30
Cherry Tree Wealth Management, LLC
1,778$89.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
EPG Wealth Management LLC
1,698$85.9K0.0%GrowthLowAtlanta, GA2026-11-03
Clark Wealth Partners
1,658$83.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
MidAtlantic Capital Management, Inc.
1,565$79.1K0.0%ETFVery LowRichmond, VA2026-11-05
Mainstream Capital Management LLC
1,182$59.8K0.0%GrowthLowLos Angeles, CA2026-10-23
Trust Co of Vermont
1,181$59.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Gamma Investing LLC
1,160$58.7K0.0%IndexVery LowFoster City, CA2026-10-08
Transce3nd, LLC
1,153$58.6K0.1%GrowthLowBuda, TX2026-10-26
Parkside Financial Bank & Trust
1,129$57.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Perspectives, Inc
833$42.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Blue Trust, Inc.
744$37.6K0.0%ETFLowBrentwood, TN2026-10-15
Allspring Global Investments Holdings, LLC
701$35.4K0.0%CoreMediumCharlotte, NC2026-11-04
Essential Investment Partners LLC
700$35.4K0.0%GrowthLowEnglewood, CO2026-10-27
Montag A & Associates Inc
600$30.3K0.0%CoreLowAtlanta, GA2026-10-29
Cullen T Bankers, Inc.
579$29.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Network Wealth Advisors LLC
443$22.4K0.0%ETFLowMurray, UT2026-10-28
West Paces Advisors Inc.
390$19.7K0.0%ETFLowAtlanta, GA2026-10-13
Signature Resources Capital Management, LLC
365$18.5K0.0%ETFLowNewport Beach, CA2026-10-16
Smallwood Wealth Investment Management, LLC
207$10.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
1620 Investment Advisors, Inc.
199$10.1K0.0%ValueLowPlymouth, MA2026-11-04
Creative Financial Designs Inc
190$9.6K0.0%ETFMediumKokomo, IN2026-11-04
EverSource Wealth Advisors, LLC
100$5.1K0.0%CoreMediumBirmingham, AL2026-11-04
Dhjj Financial Advisors, Ltd.
20$1.0K0.0%ETFVery LowNaperville, IL2026-10-23